2025 Skills That Matter for Financial Services Companies

Digital transformation is reshaping the financial services landscape in unprecedented ways. Research from RFI Global finds that consumers in 2025 are increasingly gravitating toward digital financial experiences across banking, investing, and insurance services — and expecting the same conveniences they enjoy when shopping online.

Financial institutions face a critical challenge: develop the workforce skills needed to meet these evolving digital demands or risk losing customers to more innovative competitors. Success in this environment requires a digital-first mindset not just for customer-facing uses, but also for back-end processes like fraud detection and risk assessment. 

This infographic reveals the skills financial services companies will need to prioritize with their employees in order to thrive long-term. You’ll get data-backed insights into which skills Udemy Business customers in the financial services industry prioritized most in the last year, along with a forecast of the top-trending skills poised to gain momentum in 2025. 

Download the infographic now to discover the complete picture of skill priorities for financial services in 2025. Use this data to ensure your learning and development programs are aligned with the industry’s digital transformation journey.